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8350 East Raintree Drive Suite 250 Scottsdale, AZ 85260

480-203-2377
info@raintreewp.com
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Allen B. Lorenzi, CIMA® CKA®

Allen B. Lorenzi, CIMA®

Wealth Advisor - Partner

480-203-2377

480-203-2380

al@raintreewp.com

Allen was born and raised in St. Louis, Missouri, to his Italian immigrant parents that worked hard to become US citizens and leave a legacy to their children. Allen moved to Phoenix after graduating with a BA in Business and emphasis...

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Ira M. Shapiro

Ira M. Shapiro

Wealth Advisor - Partner

480-717-4095

480-717-4097

ira@raintreewp.com

Ira is a Founding Partner of Raintree Wealth Partners and recently celebrated his 29th year in the industry. He started his financial services career as a Financial Advisor with Dean Witter in 1991, and was subsequently recruited to...

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Michael J. Walker, CFP®

Michael J. Walker, CFP®

Wealth Advisor - Partner

480-471-5454

480-471-5450

mike@raintreewp.com

Mike began his career as a Financial Advisor with a regional firm in Seattle Washington in 1983. Over the years he has developed a fundamental investment knowledge and strategy designed with matching client temperament and risk...

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Roger Adler

Roger Adler

Wealth Advisor - Partner

480-305-2104

roger@raintreewp.com

Roger is a wealth and retirement advisor with Raintree Wealth Partners. He brings over 35 years of management and financial experience to his role. He earned his BA degree from Tarkio College and an MBA from the University of Utah. In...
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Sara Keeling

Sara Keeling

Operations Manager

480-374-1670

480-374-1670

sara@raintreewp.com

Sara is the Operations Manager for Raintree Wealth Partners. She brings more than two decades of financial experience to the firm. Responsible for working with both new and existing clients, Sara assists with day-to-day account...
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Jordan Bunker

Jordan Bunker

Administrative Assistant

480-717-4096

480-717-4096

jordan@raintreewp.com

Jordan Bunker is an Administrative Assistant for Raintree Wealth Partners. Having joined the group in 2020, she brings her passion for providing excellent client service to the team and works hard to ensure our clients’ needs are...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.